Caleb is a partner at Navigate Wealth Management.
At Navigate Wealth, he works with high-net-worth individuals and families to develop investment plans and manage investment portfolios. Caleb focuses on helping affluent individuals and families address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.
Caleb co-founded Navigate in 2014 to provide clients with a more personalized approach to their planning and investment management needs. He develops investment plans for each client as well as provide ongoing financial planning as client circumstances change. Caleb serves his clients as their personal CFO.
Individuals and families work with Caleb to:
• Develop and implement comprehensive wealth managements plans to help them reach their goals
• Make smart decisions in today’s uncertain and marketing driven political and economic environment
• Receive independent and unbiased recommendations
Prior to co-founding Navigate Wealth, Caleb managed assets and investments for individuals, families and institutions for more than eight years. He served six years on the investment committee for a registered investment adviser with over $500 million in assets under management. He jointly served on the three-member investment committee research sub-committee.
Caleb holds a bachelor’s in finance and an MBA from The University of Alabama at Birmingham (UAB). He is a Chartered Financial Analyst® (CFA) and a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®). Caleb is a member of the CFA Society of Alabama and The Financial Planning Association® (FPA®). He is a member of the Kiwanis Club of Homewood-Mountain Brook. Caleb, his wife and two daughters reside in Homewood, Alabama.
Contact Caleb at caleb@navigatewealth.com or at 205.224.9500.